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Associate, Client Service Solutions at SCS Financial - ApplyBlast

Associate, Client Service Solutions

SCS Financial

6 days ago

3.6 on Glassdoor

Atlanta, Georgia, United States

Onsite

Full Time

Junior

0 applicants

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About this role

SCS Financial is seeking an Associate to join the Client Service Solutions team, supporting client relationships, maintaining client information, and facilitating firmwide support functions. The role involves daily cashiering, interfacing with external custodian banks, and leading account opening and onboarding projects. The ideal candidate is well-organized, detail-focused, and possesses strong communication and problem-solving skills.

Responsibilities

Process and reconcile daily money movements for clients
Lead account opening and new client onboarding projects
Maintain client information and ensure data accuracy

Skills

About SCS Financial

scsfinancial.com

Headquarters

Boston, Massachusetts, United States

Company Size

51-200 employees

Founded

2002

View Profile

SCS Financial is an investment and wealth management firm offering personalized, consultative financial planning and investment management. With offices in Boston, New York, California and Rhode Island, the firm helps clients develop tailored strategies for retirement, wealth preservation, and portfolio management. SCS emphasizes an ongoing, relationship-driven approach to managing clients’ financial lives.